Filed June 1, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $211,821 |
POLSINELLI9+ years Filed as: POLSINELLI PC Service code 29 · EIN 43-1064260 | Legal | $14,430 |
FID INV INST OPS CO9+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,875 | $68,330+5.2% | $149,740-52.0% | $96,393-25.4% |
| Participation rate | 67.0% | 74.6%-7.5pp | 78.8%-11.7pp | 71.3%-4.2pp |
| Annual return | 43.99% | 29.64%+14.4pp | 134.51%-90.5pp | 22.88%+21.1pp |
| Employer contribution / active EE | $63 | $2,139-97.1% | $4,821-98.7% | $3,239-98.1% |
| Participant deferral / active EE | $108 | $4,422-97.6% | $5,683-98.1% | $5,455-98.0% |
| Admin fee / account holder | $10 | $52-81.0% | $13,222-99.9% | $74-86.6% |